Posted 12:26 p.m. Thursday, Nov. 21, 2024
The Department of Employee Trust Funds offers in-person group retirement appointments statewide. ETF benefits specialists will be in your area at one of the cities listed below.
Requirement: Before scheduling an appointment, you must have received a Retirement Benefit Estimates and Application (ET-4301).You may request an estimate if you are within 12 months of your minimum retirement age.
January 2025
- Wausau: January 6, 7
- Whitewater: January 9 (a.m. and p.m. sessions)
- La Crosse: January 13, 14
- Menomonie: January 14 (p.m. session only)
- Appleton: January 21, 22
- Milwaukee: January 29 (a.m. and p.m. sessions)
February 2025
- Green Bay: February 3, 4
- Waukesha: February 5 (a.m. and p.m. sessions)
- Eau Claire: February 10, 11
- Stevens Point: February 12, 13
- Kenosha: February 25 (a.m. and p.m. sessions)
- Oshkosh: February 26 (a.m. and p.m. sessions)
March 2025
- Fennimore: March 4 (a.m. and p.m. sessions)
- Port Washington: March 5 (a.m. and p.m. sessions)
- Rhinelander: March 10, 11
- La Crosse: March 12, 13
- Appleton: March 18, 19
- Milwaukee: March 26 (a.m. and p.m. sessions)
- Green Bay: March 26 (p.m. session only)
What is a group retirement appointment?
Group appointments can accommodate up to 12 members and their guests; therefore, wait times for group appointments are usually much shorter than for individual appointments. The ETF benefits specialist reviews the same topics covered in an individual appointment, and attendees will have the benefit of learning from other members’ questions. No individual or personal information is shared with the group.
Topics include:
- Your retirement benefit estimates and application
- Health and life insurance
- Beneficiaries and death benefits
- Mailings you can expect to receive from ETF after retirement
- Annual annuity adjustments
- Wisconsin Retirement System return to work rules
See the complete schedule of group retirement appointments. Register Now